Caterpillar Inc
CAT- Exchange
- NYSE
- Industry
- Construction Machinery & Equip
- SEC CIK
- 0000018230
In the last 90 days, Caterpillar Inc insiders filed 0 open-market purchases and 1 sale; 4,070 institutions reported holding it in 13F filings for Q2 2026, worth $351.1B in total; 5 superinvestors hold it, including Gates Foundation Trust and Markel Group.
13F holders, Q2 2024
Institutional positions in Caterpillar Inc as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,713
- +37 vs. Q1 2024
- Shares held
- 344.1M
- −3.05M (−0.9%) vs. Q1 2024
- Total value
- $114.5B
- −$12.4B (−9.8%) vs. Q1 2024
- New holders
- 184
- 1,050 more added
- Sold out
- 147
- 995 more reduced
38 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CAT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,070 | $351.1B |
| Q1 2026 | 3,772 | $232.0B |
| Q4 2025 | 3,542 | $188.7B |
| Q3 2025 | 3,150 | $159.0B |
| Q2 2025 | 3,023 | $128.0B |
| Q1 2025 | 2,903 | $109.0B |
| Q4 2024 | 3,010 | $123.4B |
| Q3 2024 | 2,838 | $133.6B |
| Q2 2024 | 2,713 | $114.5B |
| Q1 2024 | 2,714 | $127.6B |
| Q4 2023 | 2,583 | $104.6B |
| Q3 2023 | 2,409 | $97.3B |
| Q2 2023 | 2,329 | $88.0B |
| Q1 2023 | 2,284 | $82.6B |
| Q4 2022 | 2,287 | $87.1B |
| Q3 2022 | 1,992 | $59.2B |
| Q2 2022 | 2,077 | $65.6B |
| Q1 2022 | 2,176 | $82.0B |
| Q4 2021 | 2,161 | $74.9B |
| Q3 2021 | 1,943 | $71.1B |
| Q2 2021 | 2,028 | $82.0B |
| Q1 2021 | 2,015 | $88.0B |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Caterpillar Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Am Investment Strategies LLC | 4,383 | $1.46M | 0.36% | 00.0% | Unchanged |
| Nwam LLC | 4,381 | $1.46M | 0.43% | +607+16.1% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 4,371 | $1.46M | 0.04% | −1,209−21.7% | Reduced |
| Norway Savings Bank | 4,367 | $1.45M | 0.83% | −135−3.0% | Reduced |
| First Citizens Bank & Trust Co | 4,360 | $1.45M | 0.03% | +401+10.1% | Added |
| IVC Wealth Advisors LLC | 4,360 | $1.45M | 0.81% | +229+5.5% | Added |
| Catalyst Financial Partners LLC | 4,351 | $1.45M | 0.32% | +19+0.4% | Added |
| Burke & Herbert Bank & Trust Co | 4,349 | $1.45M | 0.35% | +3,012+225.3% | Added |
| TRUE Private Wealth Advisors | 4,320 | $1.44M | 0.16% | +18+0.4% | Added |
| Woodward Diversified Capital, LLC | 4,319 | $1.44M | 0.84% | −75−1.7% | Reduced |
| Amussen Hunsaker Associates LLC | 4,338 | $1.44M | 0.24% | −12−0.3% | Reduced |
| Itau Unibanco Holding S.A. | 4,310 | $1.44M | 0.06% | +806+23.0% | Added |
| Kerusso Capital Management LLC | 4,309 | $1.44M | 1.04% | +4,309 | New |
| Western Wealth Management, LLC | 4,301 | $1.43M | 0.11% | +296+7.4% | Added |
| Flagship Harbor Advisors, LLC | 4,301 | $1.43M | 0.09% | +485+12.7% | Added |
| Sit Investment Associates Inc | 4,300 | $1.43M | 0.03% | 00.0% | Unchanged |
| Martingale Asset Management L P | 4,290 | $1.43M | 0.03% | +1,310+44.0% | Added |
| Mittelman Wealth Management | 4,287 | $1.43M | 0.93% | −156−3.5% | Reduced |
| Cobblestone Capital Advisors LLC | 4,276 | $1.42M | 0.09% | −350−7.6% | Reduced |
| Acorn Wealth Advisors, LLC | 4,275 | $1.42M | 0.70% | +11+0.3% | Added |
| First County Bank | 4,272 | $1.42M | 0.73% | −378−8.1% | Reduced |
| CRA Financial Services, LLC | 4,268 | $1.42M | 0.29% | −100−2.3% | Reduced |
| Amarillo National Bank | 4,267 | $1.42M | 0.27% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 4,267 | $1.42M | 1.19% | +1,103+34.9% | Added |
| Beech Hill Advisors, Inc. | 4,250 | $1.42M | 0.58% | −100−2.3% | Reduced |
| Wealthspan Partners, LLC | 4,236 | $1.41M | 0.78% | +738+21.1% | Added |
| World Equity Group, Inc. | 4,237 | $1.41M | 0.42% | −4,001−48.6% | Reduced |
| BNP Paribas | 4,240 | $1.41M | 0.07% | −1,036−19.6% | Reduced |
| Total Clarity Wealth Management, Inc. | 4,227 | $1.41M | 0.49% | −249−5.6% | Reduced |
| Kowal Investment Group, LLC | 4,225 | $1.41M | 0.28% | +13+0.3% | Added |
| Cardiff Park Advisors, LLC | 4,221 | $1.41M | 0.14% | +13+0.3% | Added |
| Solstein Capital, LLC | 4,214 | $1.40M | 0.92% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 4,213 | $1.40M | 0.11% | +487+13.1% | Added |
| WD Rutherford LLC | 4,191 | $1.40M | 0.70% | +61+1.5% | Added |
| BBR Partners, LLC | 4,189 | $1.40M | 0.11% | +57+1.4% | Added |
| Fort Sheridan Advisors LLC | 4,186 | $1.39M | 0.23% | +1,332+46.7% | Added |
| Root Financial Partners, LLC | 4,182 | $1.39M | 0.33% | +4,182 | New |
| Lantz Financial LLC | 4,181 | $1.39M | 0.43% | +116+2.9% | Added |
| Aureus Asset Management, LLC | 4,178 | $1.39M | 0.10% | −344−7.6% | Reduced |
| Allen Capital Group, LLC | 4,162 | $1.39M | 0.20% | −395−8.7% | Reduced |
| First Manhattan Co | 4,159 | $1.39M | 0.00% | +30+0.7% | Added |
| Delta Investment Management, LLC | 4,148 | $1.38M | 0.30% | −104−2.4% | Reduced |
| Byrne Asset Management LLC | 4,219 | $1.38M | 0.99% | −73−1.7% | Reduced |
| Southeast Asset Advisors Inc. | 4,147 | $1.38M | 0.17% | +5+0.1% | Added |
| Smithfield Trust Co | 4,147 | $1.38M | 0.07% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 4,217 | $1.38M | 0.86% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 4,127 | $1.38M | 0.10% | −2,542−38.1% | Reduced |
| Silverlake Wealth Management LLC | 4,128 | $1.37M | 0.56% | −484−10.5% | Reduced |
| EverSource Wealth Advisors, LLC | 3,967 | $1.37M | 0.09% | −96−2.4% | Reduced |
| Advisory Alpha, LLC | 4,081 | $1.36M | 0.05% | +595+17.1% | Added |
| Live Oak Private Wealth LLC | 4,081 | $1.36M | 0.23% | 00.0% | Unchanged |
| Eastern Bank | 4,080 | $1.36M | 0.05% | −100−2.4% | Reduced |
| Quintet Private Bank (Europe) S.A. | 3,567 | $1.35M | 0.08% | −246−6.5% | Reduced |
| Oak Harvest Investment Services | 4,049 | $1.35M | 0.21% | +293+7.8% | Added |
| Birch Hill Investment Advisors LLC | 4,044 | $1.35M | 0.07% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 4,042 | $1.35M | 0.09% | −348−7.9% | Reduced |
| ZWJ Investment Counsel Inc | 4,028 | $1.34M | 0.06% | −15−0.4% | Reduced |
| SNS Financial Group, LLC | 4,022 | $1.34M | 0.14% | +14+0.3% | Added |
| K.J. Harrison & Partners Inc | 4,021 | $1.34M | 0.22% | −23−0.6% | Reduced |
| Viking Fund Management LLC | 4,000 | $1.33M | 0.24% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 3,996 | $1.33M | 0.20% | −6−0.1% | Reduced |
| Security National Bank | 3,983 | $1.33M | 0.19% | 00.0% | Unchanged |
| Wrapmanager Inc | 3,982 | $1.33M | 0.37% | +521+15.1% | Added |
| Hardy Reed LLC | 3,981 | $1.33M | 0.13% | +3,981 | New |
| Quad-Cities Investment Group, LLC | 3,960 | $1.32M | 0.73% | +3+0.1% | Added |
| Mayflower Financial Advisors, LLC | 3,950 | $1.32M | 0.22% | −176−4.3% | Reduced |
| Elevate Wealth Advisory, Inc | 3,950 | $1.32M | 1.07% | +10.0% | Added |
| City State Bank | 3,949 | $1.32M | 0.54% | −10−0.3% | Reduced |
| Cim Investment Mangement Inc | 3,946 | $1.31M | 0.41% | −32−0.8% | Reduced |
| Wealth Alliance Advisory Group, LLC | 3,935 | $1.31M | 0.30% | +1,223+45.1% | Added |
| Retirement Guys Formula LLC | 3,930 | $1.31M | 0.63% | +332+9.2% | Added |
| Evergreen Capital Management LLC | 3,923 | $1.31M | 0.05% | +588+17.6% | Added |
| Berger Financial Group, Inc | 3,907 | $1.30M | 0.10% | +221+6.0% | Added |
| Creegan & Nassoura Financial Group, LLC | 3,905 | $1.30M | 0.89% | 00.0% | Unchanged |
| Bank & Trust Co | 3,905 | $1.30M | 1.10% | +3,905 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,904 | $1.30M | 0.14% | −37−0.9% | Reduced |
| High Net Worth Advisory Group LLC | 3,902 | $1.30M | 0.39% | +285+7.9% | Added |
| Sunbelt Securities, Inc. | 3,879 | $1.29M | 0.13% | +5+0.1% | Added |
| Granite Investment Partners, LLC | 3,876 | $1.29M | 0.05% | 00.0% | Unchanged |
| Patten & Patten Inc | 3,868 | $1.29M | 0.09% | −45−1.2% | Reduced |
| Pitcairn Co | 3,865 | $1.29M | 0.08% | +397+11.4% | Added |
| David Loasby | 3,901 | $1.28M | 0.12% | +51+1.3% | Added |
| 180 Wealth Advisors, LLC | 3,867 | $1.28M | 0.21% | +716+22.7% | Added |
| Hillsdale Investment Management Inc. | 3,840 | $1.28M | 0.10% | +3,327+648.5% | Added |
| Evernest Financial Advisors, LLC | 3,835 | $1.28M | 0.57% | −328−7.9% | Reduced |
| Confluence Wealth Services, Inc. | 3,833 | $1.28M | 0.10% | +48+1.3% | Added |
| Everett Harris & Co | 3,805 | $1.27M | 0.02% | +25+0.7% | Added |
| First Citizens Financial Corp | 3,790 | $1.26M | 0.75% | −8−0.2% | Reduced |
| Cornerstone Wealth Management, LLC | 3,777 | $1.26M | 0.10% | −207−5.2% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 3,751 | $1.25M | 0.31% | −640−14.6% | Reduced |
| Argus Investors' Counsel, Inc. | 3,745 | $1.25M | 0.77% | −610−14.0% | Reduced |
| Sequent Asset Management, LLC | 3,742 | $1.25M | 0.63% | −1,633−30.4% | Reduced |
| Camden Capital, LLC | 3,734 | $1.24M | 0.10% | +218+6.2% | Added |
| Patrick M Sweeney & Associates, Inc | 3,713 | $1.24M | 1.00% | +20+0.5% | Added |
| Lantern Wealth Advisors, LLC | 3,706 | $1.23M | 0.90% | +2+0.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,698 | $1.23M | 0.18% | −195−5.0% | Reduced |
| Missouri Trust & Investment Co | 3,694 | $1.23M | 0.46% | −10−0.3% | Reduced |
| Marble Harbor Investment Counsel, LLC | 3,682 | $1.23M | 0.14% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 3,676 | $1.22M | 0.09% | +58+1.6% | Added |
| Gateway Wealth Partners, LLC | 3,668 | $1.22M | 0.37% | +84+2.3% | Added |